Planning Services

You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What resources are out there to help you with investment decisions? Do you need a financial professional to help you get started?

Even if you feel competent enough to develop a plan of your own, a financial advisor can act as a sounding board for your ideas and help you focus on your goals, using his or her broad knowledge of areas such as estate planning and investments.

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step--getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich.

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax
professionals for specific information regarding your individual situation. Some of this material was
developed and produced by Advisor Launchpad to provide information on a topic that may be of interest.
Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered
investment advisory firm. The opinions expressed and material provided are for general information, and
should not be considered a solicitation for the purchase or sale of any security.